Tata Electronics and ASML Sign Framework Agreement — Dholera Fab Gets Its Equipment Partner
Tata Electronics signed a framework agreement with ASML on May 16, 2026, confirming DUV lithography equipment supply and technology support for India's first commercial logic fab at Dholera, Gujarat.
ASML is the Dutch company that manufactures every EUV (Extreme Ultraviolet) lithography machine in the world and holds 80%+ of the global lithography market. The agreement with Tata Electronics covers ASML's DUV (Deep Ultraviolet) systems — the standard tool for 28nm–110nm process nodes, exactly the range the Dholera fab targets. ASML operates under strict Dutch and Wassenaar Arrangement export controls and cannot sell EUV machines to China — making India an increasingly strategic market for the company's long-term equipment relationships.
The Tata–PSMC Dholera fab targets first silicon in late 2026, with a full production ramp around 2028 at 50,000 wafer starts per month. The ASML agreement is a significant credibility signal: equipment relationships of this kind are not formed with projects ASML considers high-risk.
The ASML deal changes what "semiconductor equipment engineer" means in India. Until now, ASML had no installed base of DUV scanners in Indian commercial fabs — the Dholera agreement is the first. Indian engineers who qualify on ASML tool platforms in the next 24 months will be among the first domestic experts on equipment that no Indian company has previously operated commercially. That is a significant, first-mover career advantage for the right engineers in the right programmes.